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American Express
AXP

Overview Fund Activity

1,296 hedge funds and large institutions have $66.6B invested in American Express in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 381 increasing their positions, 545 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+36
Holders Change %
+2.86%
% of All Funds
32.36%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.47%
New
96
Increased
381
Reduced
545
Closed
50
Calls
$625M
Puts
$893M
Net Calls
-$268M
Net Calls Change
-$14.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$856M
2
Citadel Advisors
2
Citadel Advisors
Florida
$152M
3
TAM
3
Troy Asset Management
United Kingdom
$145M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$242M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$242M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$1.17B
2
BlackRock
2
BlackRock
New York
$3.83B
3
T
3
Thomaspartners
Massachusetts
$2.32M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$448M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1226
Intellectus Partners
California
$55K – – –
HCA
1227
Horan Capital Advisors
Ohio
$55K +$55K +610 New
BRC
1228
Bell Rock Capital
Delaware
$53K +$274 +3 +0.5%
AC
1229
Alexandria Capital
Virginia
$52K -$6.1K -67 -11%
WA
1230
Winfield Associates
Ohio
$50K – – –
TFO
1231
Tarbox Family Office
California
$50K +$2.82K +31 +6%
HFM
1232
Harvest Fund Management
China
$48K – – –
BWA
1233
BDO Wealth Advisors
Florida
$47K +$28K +313 +148%
WCMN
1234
Westchester Capital Management (Nebraska)
Nebraska
$45K – – –
PAI
1235
Pittenger & Anderson Inc
Nebraska
$45K – – –
FMII
1236
Farmers & Merchants Investments Inc
Nebraska
$45K +$7.65K +84 +20%
PCFFS
1237
Pacific Center for Financial Services
California
$43K – – –
CWM
1238
Catamount Wealth Management
Connecticut
$41K -$4.55K -50 -10%
TCM
1239
Tradewinds Capital Management
Washington
$38K – – –
CCMW
1240
Cypress Capital Management (Wyoming)
Wyoming
$36K – – –
CPA
1241
Cowen Prime Advisors
New York
$36K – – –
AP
1242
Atwood & Palmer
Missouri
$36K – – –
FPB
1243
First PREMIER Bank
South Dakota
$35K – – –
WPA
1244
West Paces Advisors
Georgia
$34.6K -$7.6K -84 -18%
PCP
1245
Proficio Capital Partners
Massachusetts
$33K – – –
AF
1246
Allworth Financial
California
$32K +$9.65K +108 +43%
TIM
1247
Tortoise Investment Management
New York
$29K – – –
ANBT
1248
American National Bank & Trust
Texas
$29K – – –
EFSCE
1249
Enterprise Financial Services Corp (EFSC)
Missouri
$28K – – –
ECM
1250
Exchange Capital Management
Michigan
$28K +$18.1K +200 +182%
48 49
50
51 52